Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Marchesani is a financial advisor with over 35 years of experience in the financial services industry. Mark has been registered with PFS Investments Inc. since 1986 and holds various licenses and certifications including Series 6, Series 26, and Series 63. Mark specializes in providing portfolio management for individuals and has a long history of serving clients in Colorado and across the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CO
06/05/1986 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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